Skip to main content
Message Font: Serif | Sans-Serif
 
No. of Recommendations: 0
I would suggest you consider a single managed Vanguard Fund. Wellington.

If you put $10,000 into Wellington on June 30, 2008 your lowest month value would be February 28, 2009 with $7280.29 -- pretty darn frightening drop - more than 25%! Our last pay check was dated May 2009 and our future did not include pensions.

As of June 30, 2013 the Wellington account would have had $14,230.65.

The 5 year compound return through the "Great Recession" was was 7.31%
The 4 year and 3 month return from the early 2009 low until June 2013 was 17.08%

To minimize market risk for withdraws, we direct all our distributions from Wellington and other Vanguard Funds to a money market.
Print the post  

Announcements

What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.